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Is It Time to Declutter Your Finances? Jul. 21, 2021
Dear Carrie: I am trying to simplify my finances and have way too many accounts (savings, checking, ... Read More
Deactivating Social Media After Death Sep. 10, 2020
Dear Annie: As we live in an electronically connected world, there is a downside that bothers me. I ... Read More
Ex Stealing Money? Sep. 08, 2019
Dear Annie: My wife left me a little over a year ago. She handled all the finances and was a stay-at... Read More
Taxes and Retirement Savings Feb. 21, 2018
Dear Mr. Berko: I have $362,000 in my 401(k) account. It took me 22 years to accumulate that amount.... Read More
Schwab's Clean Sweep Jan. 31, 2018
Dear Mr. Berko: Charles Schwab is forcing all customers out of sweep money market funds and into ban... Read More
Financial Assistance or Manipulation? Aug. 29, 2017
Dear Annie: I have a family dilemma. My mother is 95 years old and still living in her own home. My ... Read More
Credit Cards in the Hands of Financially Immature Students Oct. 05, 2016
Your kids are fortunate to be growing up in this most progressive and exciting time in history. That... Read More
Things You Want to Know About Investing but Are Afraid to Ask -- Part 3 Apr. 29, 2015
Dear Readers: In the past two columns, I've introduced investing concepts and terms that every inves... Read More
Required Minimum Distributions: What Are the Dates and Deadlines? Mar. 25, 2015
Dear Carrie: I am turning 70 in a few months and know I'll be forced to withdraw money from my reti... Read More
What's in Store for 2015: Important IRS, Social Security and Medicare Updates Jan. 14, 2015
Dear Readers: A new year often means new goals, new opportunities and new commitments. When it comes... Read More
Who Owns Your Digital Assets When You Die? Sep. 09, 2014
In an increasingly digital world, more and more assets are being converted from something you can to... Read More
Where to Keep Money for Mom? Apr. 03, 2014
Dear Mary: My sisters and I have $10,000 we would like to invest to cover our mother's funeral expen... Read More
